Opening Linked Job, Quote, and Customer Details
How planner record popups work when you open jobs or quotes, and how the planner stays in sync after you close them.
Read article: Opening Linked Job, Quote, and Customer DetailsPlanner help
Help for Planner in Work Planner.
Articles
Quote Quick-Process Popup
How the planner quote quick-process popup handles service pricing, sending, confirming, and declining a quote.
Read article: Quote Quick-Process PopupJob Completion Popup
How to complete or mark a planner job as missed, and what each field in the completion popup changes.
Read article: Job Completion PopupAdd to Worksheet Flow
How to send selected planner jobs and quotes to an existing worksheet or create a new worksheet from the selection.
Read article: Add to Worksheet FlowMulti-Select and Batch Moves
How planner selection works for jobs, rounds, overdue work, and quotes, and what the action bar is really acting on.
Read article: Multi-Select and Batch MovesUpdate-Date Flow
How the planner Update Date action works for selected jobs and how it affects future scheduling.
Read article: Update-Date FlowDragging and Rescheduling Work
How drag-and-drop works in the planner for jobs, rounds, quotes, and timed work in day view.
Read article: Dragging and Rescheduling WorkPlanner Settings Popup
How to control which fields appear on planner job cards, which days are visible, and how the overdue column behaves.
Read article: Planner Settings PopupPlanner Date Navigation and Filters
How to move around the planner date range, use quick ranges, show one vehicle's work, and understand which businesses the planner is showing.
Read article: Planner Date Navigation and FiltersPlanner Screen
How the Planner screen is laid out, what each view shows, and where the main day-to-day actions live.
Read article: Planner ScreenOpening quote details from the planner
OverviewThis article explains when to use opening quote details from the planner, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the ac
Read article: Opening quote details from the plannerOpening job details from the planner
OverviewThis article explains when to use opening job details from the planner, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the acti
Read article: Opening job details from the plannerQuick-processing a quote from the planner
OverviewThis article explains when to use quick-processing a quote from the planner, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the
Read article: Quick-processing a quote from the plannerCompleting a job from the planner
OverviewThis article explains when to use completing a job from the planner, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action
Read article: Completing a job from the plannerAdding planner items to a worksheet
OverviewThis article explains when to use adding planner items to a worksheet, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the actio
Read article: Adding planner items to a worksheetUpdating dates from the planner
OverviewThis article explains when to use updating dates from the planner, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action ap
Read article: Updating dates from the plannerPlanner overview
OverviewThis article explains how to use the main planner screen to review scheduled work, overdue items, linked quotes, and day-by-day activity without leaving the planning workflow.When to use thisUse this article when
Read article: Planner overviewPlanner notes
OverviewThis article explains when to use planner notes, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Read article: Planner notes